Derek James Dahl

Current Employers

Employment History

• 08/2009 → 02/2021
  Mutual / Untited Of Omaha
  Milwaukee, WI
• 02/2021 → 06/2024
  Securities America, Inc
  Pewaukee, WI
• 02/2021 → 06/2024
  Securities America Advisors
  Pewaukee, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Pewaukee, WI

Previous Registrations

• 2021-02-18 → 2024-06-14
  Securities America Advisors, Inc.
  Pewaukee, WI
  Pewaukee, WI
  Johnson Creek, WI
• 2014-09-30 → 2021-03-01
  Mutual Of Omaha Investor Services, Inc.
  La Crosse, WI
  La Crosse, WI
  Waukesha, WI
  La Crosse, WI

Other Businesses

1. Futurity First Insurance Group - DBA 2. DBA - Dahl Financial Partners 3. INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/03/2021 ADDRESS: N27W23957 Paul Rd Ste 105, Pewaukee WI 53072, United States DESCRIPTION: Insurance Sales 4. FUTURITY FIRST INSURANCE GROUP POSITION: General Sales Manager NATURE: Overwrite income received on Insurance, Fixed Annuity, and Securities GDC of Unit / Producer group assigned insurance agents, registered representatives, and financial advisors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/16/2021 ADDRESS: N27W23957 Paul Rd Suite 105, Pewaukee WI 53072, United States DESCRIPTION: Joint work as needed with Unit assigned agents, reps, advisors. 5. POWER OF ATTORNEY POSITION: listed as Durable POA NATURE: listed as Durable Power of Attorney for colleague and Advisor Sam Burkart within his family will and trust planning. this will only take affect if he and his spouse pass away We discussed this with our OSJ, and confirmed Sam and his spouse are not current clients. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: N27W23957 Paul Rd Suite 105, Pewaukee WI 53072, United States DESCRIPTION: POA IF Sam Burkart and his spouse both pass away

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-30
• S63 Uniform Securities Agent State Law Examination
  2000-06-01